Plan Snapshot
- Plan Sponsor: J. A. Green & Company, LLC
- Sponsor EIN: 208185555
- Sponsor Address: 501 CAPITOL CT NE STE 300, WASHINGTON, DC, 200027708
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 16 | $2.0M | $141,037 | $255,940 |
| 2023 | 14 | $1.4M | $80,115 | $162,935 |
| 2022 | 8 | $956,143 | $60,128 | $116,366 |